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Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,685 | $84,236-39.8% | $170,435-70.3% | $70,126-27.7% |
| Participation rate | 98.5% | 70.8%+27.7pp | 83.6%+14.9pp | 69.5%+29.0pp |
| Annual return | 13.84% | 23.06%-9.2pp | 205.94%-192.1pp | 73.15%-59.3pp |
| Employer contribution / active EE | $0 | $3,387-100.0% | $5,432-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $3,927 | $3,086+27.2% | $4,939-20.5% | $3,332+17.9% |
| Admin fee / account holder | $4,706 | $5,698-17.4% | $13,881-66.1% | $4,645+1.3% |